advanced autoparts, aap, a very smartly run company over there by darren jackson, is that a same situation as do-it-yourselfer sore store fronts -- store fronts in the auto industry, but you wouldn't pick that one? >> pep boys is from the same dynamic that aap has that brought attention from private equity. like aap pep boys has real estate value. liz: now let's discuss the shorts. give me your favorite short name right now. >> instead of talking about specific names, let's talk about shorts. there's a few places as i mentioned a minute ago we like names from a short perspective, we like names that have exposure to autoparts retailing largely because of the dynamic of new fleet coming on-line and less of a need, less demand for autoparts. moreover, we also think that there's been crowding into names that are dividend plays. so names that are typically cyclical and economically sensitive that have been bid up to levels of very low dividend yields. liz: it is the old is it a dividend bubble, you peel it is a little bit -- you feel it is a little bit there. >> absolutely. liz: good to see you